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  1. Corporate Website and Online Services forBoys and Girls Clubs of Broward County CRM Export Guideline December 2011

  2. Considerations • You can export your constituent information through your CRM Reports • Constituents • Contributions • Use this information to print reports, graphics, labels, letters and more with standard tools like MS Word

  3. Access Your CRM admincrm@bgcbc.org (BGCBC123456) ------------------------------------- Passwords are case-sensitive Access CRM

  4. Welcome to Your CRM Click on Reports

  5. CRM Reports Choose one of the reports available -------------------- Example: Constituents Export Report Export to Excel is enabled for all CRM Reports

  6. CRM Reports Export all to Excel or Selec/Filter -------------------- In preparation for export of your CRM information into Excel, you can filter your data and export the results or choose to export without any filters

  7. Select/Filter Constituents Filter Criteria - Optional --------------------------------- Find/select constituents by name, location, preferences, roles, relationships, demographic data and/or contributions history (driven by the information available in your CRM)

  8. Export into Excel Export your selection

  9. Export into Excel Look out for blocked pop-ups in your browser and enable them.

  10. Export into Excel Look out for blocked pop-ups in your browser and enable them Save your Excel file and manage it to choose the columns you wish

  11. Use your CRM info with commercial tools Print letter/labels by using your CRM information, exported into an Excel file, in a Word mail merge Many links available online. Example: http://office.microsoft.com/en-us/excel-help/print-labels-by-using-excel-data-in-a-word-mail-merge-HP005203760.aspx

  12. If you need any assistance contact us at support@donorcommunity.com

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